Schwarz Dygos Wheeler Investment Advisors LLC International Business Machines Corp Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$117.75 - $150.62 $175,565 - $224,574	1,491 New	1,491 $210,000
Q2 2022 Aug 09, 2022	BUY	$125.98 - $142.88 $187,836 - $213,034	1,491 New	1,491 $211,000

Others Institutions Holding IBM

# of Institutions

3,220

Shares Held

551M

Call Options Held

16.1M

Put Options Held

11.3M

Vanguard Group Inc Valley Forge, PA

90.3M
Shares

$20.5 Billion
0.37% of portfolio
Black Rock Inc. New York, NY

75.4M
Shares

$17.1 Billion
0.3% of portfolio
State Street Corp Boston, MA

55.7M
Shares

$12.6 Billion
0.51% of portfolio
Geode Capital Management, LLC Boston, MA

20.5M
Shares

$4.65 Billion
0.37% of portfolio
Bank Of America Corp Charlotte, NC

17.4M
Shares

$3.96 Billion
0.32% of portfolio

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $203B
Description
International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...

More about IBM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account